Question

How to make a dashboard for number of new leads added? 

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Hello,

You can create a metric in Freedom UI, and set up filtering on the Status-"New" column as well as Created on and specify the value you want. You can learn more about this using the articles below:
https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/set-up-dashboards#title-184-4
https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/view-analytics


Best regards,
Malika

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Hi ,

 

I have installed 64 bit ms word plugin for creatio. In order to connect i am using the same password and user name which is reflected in the account but still it says log in incorrect.

Any inputs on this would be really helpful.

 

Thankyou

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Hello, 

Please note, that logging into Word Plugin with 2-factor authentication turned on is disabled for now, so please make sure it's turned off. Also make sure if the appropriate plugin version has been installed, verify if your System type is in compliance with plugin version 64 bit. 


Instruction for proper installation is available with this link: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/print-ready-reports/install-creatio-plug-in-for-ms-word

Also use this insttuction to disactivate 2-FA, go to point 3 and instead of enabling it, please disactivate it: https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/authentication/set-up-two-factor-authentication

Thank you !

 

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Hey,
I'm working on a use case where I created a section 'Concert'. When I open any concert record It has some records related to 'Performance Detail'

 

Now I have to perform validation on PF_Duration Column. The Query is following:
"Perform verification whenever user adds or modifies a performance as follows: if the total duration of the concert performances exceeds the system setting value (see above), saving a performance record should not be permitted. Instead, a user should receive a message informing that no more than “N” total performances duration is allowed. “N” is the system setting value." 
N = 150 minutes

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Hello! 

I'd like to ask for your advice please on how to use the Map widget for Creatio add-on. 
https://marketplace.creatio.com/app/map-widget-creatio

According to the add-on description it should appear in the chart dashboard type as 'Bubble map'. Please see the screenshot below. 

image.png

However, when I create a chart dashboard the 'Bubble map' is not there on the list. 



I have also checked the widget type and by default it's always like the one below, also on a new bundle. 


 

Could you please explain to me how can I built such bubble map dashboard?
I'd appreciate if you could share your expertise on this matter. 

Sales creatio, v. 8.1.4

Best Regards,
Jacek Harlejczyk

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Hi Jacek,

 

The "Bubble map" type is available for only the Map chart. We will add this note to the listing description.

Olena Sidko,

 

Hi Olena,

 

Thanks for getting back on this. 

 

The thing is that when I add a new dashboard, I cannot see this 'Map chart' dashboard type. Would you know what could be causing this? 

 

All the nest in 2025! :-)
Jacek 

Hello! Would anyone have any idea why the 'Map chart' dashboard type is not listed? Thanks!

 

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Hello,

 

We need to configure the Event field in the Lead object to be automatically prefilled for users in the mobile application. Since different managers are assigned to different events, the value should be dynamically calculated based on the specific user and prepopulated in the field.

 

Please note that this functionality should only apply to the mobile app and not the web version.

 

What would be the best approach to achieve this?

 

Thank you!
Vladimir

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Hello,

You can try setting up a business rule in the mobile application to achieve the required functionality. Business rules allow you to dynamically populate the value for the Event field in the Lead object based on the specific user.

For guidance on how to create and implement business rules in the mobile app, refer to the following articles:

Mobile app business rules.
Custom business rules of the mobile application.

Alternatively, you can design a business process to achieve the same goal. A business process can calculate the appropriate value for the Event field and populate it when a record is created or updated in the mobile app.

More information regarding business processes is available here:

BPM tools.

Best regards,
Antonii.

Antonii Viazovskyi,

thank you for your answer.

Seems, it works only for Classic UI, but doesn't work for Freedom UI. We have tried to switch this checkbox on and off and found that.

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We are using Case records for mentoring requests. Case generation happens via an API call. Upon case closure we're looking to send out an email invite to user with a link to a survey web form on our website. We have the survey response fields already created within a new Case tab in Creatio:

 

The problem is that we're not quite sure which endpoint to use to get the users' form submission data into the survey response. I've tried a GET to the case object but don't see these fields returned, raising questions about how to POST it correctly. Ideas?

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If the fields were added in the designer, open the case object directly and do a publish and you’ll likely see the fields via the API. 
Ryan

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Hello

 

When I try to create the package for certification and adding ProductCore as a dependency, the following error appears: 

 


 

 

 

This error happens with every dependency that I try to add to a new package, I deleted some old packages before  but I can´t pinpoint the exact issue.

 

How do I solve this? Thanks in advance 

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Hello,

This error occurs because the data is not bound to the shown in the screenshot objects: "SysModuleEntity". Please follow the described steps to bind data and solve the error:

1. Create a "Data" element in your package. Example in screenshot below.

2. Select the SysModuleEntity object. Example in screenshot below.

3. On the "Bound Data" tab, add the id specified in the error. Example in screenshot below.


4. Save changes


Best regards,
Malika
 

Malika,

Thank you for your help!

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Hi Community, I'm trying to create a system, that allows me to easily assign Brands and Models to Products and spare parts, to make it easier for the support teams and sales team to find related products. For the "main" products i.e a laptop, this is easy enough, i.e Brand: Lenove, Model: Thinkpad 4

 

However, now that I'm looking at spare parts the same logic becomes much more difficult i.e a charging cable. The charging cable might be suitable for Lenove Laptops and Asus Laptops and multiple models of each. 

 

How do I assign multiple brands and models to that charger? The only options I see is to create merged brands and model i.e "Asus, Lenovo", however I am worried that this will get very messy very quickly and impossible to maintain as new products get added to the inventory... 

 

In the perfect world, I would like to be able to open any product and have a filtered list by (product brand and product model) on the same page, which will display all spare parts and accessories that is compatible with that product. 

 

Does anyone else face similar issues? Maybe I'm just overthinking it all and there is a really easy solution to it :)!

 

Thank you in advance!

 

Julia 

 

 

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Hello!

Thank you for the detailed description of the problem. The implementation you described assumes the use of a many-to-many relationship, which cannot be supported directly in the relational database structure.


Please note that in relational databases, the many-to-many relationship cannot be directly implemented because it violates the principles of the relational model, which is based on atomic data and normalization. Instead, such relationships are resolved using an intermediate (junction) table.

These are tables that reference two other tables and define the relationships between them. For instance, if we have Table 1 and Table 2, and we need to establish a multi-relationship between them (e.g., linking a record in Table 1 to multiple records in Table 2), we would create a junction table. This table would contain references to both tables and define the dependencies.

This approach allows us to implement a multi-selection mechanism, such as associating a product with multiple brands or categories (e.g., one product having three or more associated brands).

 

Here’s an example of how the table could look:

CompatibilityID    ProductID    BrandID
1                             101                1
2                             102                1

3                             101                2

Thank you Arsenii Ostapyk, that seems like it may be the solution to my problem. I have done a search through Creatio Academy for "junction" or "junction table". Can you point me in the right direction on where I can find information on how I go setting this up?

 

Julia Molnar,

 

Please note that we do not have any instructions or examples for this, since the question relates to the general Database structure principles, rather than to the Creatio system functionality. However, you are welcome to use the public open sources for more in-depth details on the subject.

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Hello

 

We faced with situation when a user having access to all contact records can include all of them into one campaign (with no intention but due to mistake in a filter). Does Creatio have any capability to limit number of participants in one campaign? Because such mistakes can lead to unplanned licenses spending. 

 

Of course some time it could be done by correction in visibility of Contact records, but are there any alternative ways? May be some kind of approvals in cases when numebr of contacts strats to exceed some values, or maybe it could be done with some system's configurations? 

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Hello,

There is no built-in functionality in Creatio to limit the number of participants within a single campaign. 
However, as a workaround, you can consider the approach described in this article:
Configure restriction of the number of emails for sending.
 

While this article primarily addresses restricting the number of emails sent, it can be adapted to monitor the size of the audience and prevent unintended large-scale campaigns.
 

We understand the importance of preventing unplanned license usage and minimizing human error. As such, we have forwarded your request to the R&D team for further consideration. They will evaluate the possibility of introducing functionality to limit campaign participants or implement approval workflows in future releases.

Best regards,
Antonii.

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